Trust & Estates Paralegal
Trust & Estates Paralegal
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$ 76500 - 162500
1 Vacancy
Job Description
Pay: $76500.00 - $162500.00 per year
Job description:
Note: This hybrid position requires employees to be on-site 3 days a week at our clients New Jersey New York City or Boca Raton FL office.
Note: The qualified candidate for this position must have at least 5 years of trust and estate administration experience including probate tax filings and fiduciary accounting.
About Our Client
Our client is a highly regarded law firm with offices along the East Coast known for their sophisticated work in trusts estates and wealth management. They are committed to providing exceptional client service while supporting their attorneys and staff with a collaborative and professional work environment.
Job Description
- Handle all phases of estate and trust administration from start to finish
- Manage probate filings (experience in New Jersey New York and Florida a plus)
- Communicate directly with clients financial planners accountants and other professionals
- Prepare federal and state estate tax returns and fiduciary accountings
- Oversee distribution of estate assets trust funding and deed preparation
- Utilize estate tax software (ONESOURCE/Fast Tax) HotDocs and Microsoft Word
- Maintain organized records prioritize multiple deadlines and work closely with attorneys
- Support complex estate planning matters with accuracy and attention to detail
Qualifications
- 5 years of trust and estate administration experience in a law firm or professional services setting
- Strong knowledge of probate tax filings and fiduciary accountings
- Proficiency with estate tax software (ONESOURCE/Fast Tax) and HotDocs preferred
- Excellent organizational communication and mathematical skills
- College degree and/or paralegal certificate preferred (JD/paralegal hybrid candidates will be considered)
- Ability to manage complex cases and interact with high-net-worth clients professionally
Why This Is a Great Opportunity
- Join a respected firm with a strong trusts and estates practice
- Work directly with attorneys and clients on complex estate matters
- Collaborative environment with opportunities to expand expertise
- Competitive pay and comprehensive benefits package
JPC-395
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Requirements: Note these requirements are in conjunction with the job description but supersede what is written in the ad: 5 yrs of trust & estates including probate fiduciary accounting or estate tax return tax software exp (ONESOURCE/Fast Tax or HotDocs preferred)No relo
Submission: Name / EM: Gayle Englert /
Recruiters Submission: To submit cancel - Name - Trust & Estates Paralegal - Cole Schotz - JPC-395 - Source
** New job order alert**
Client job title: Trust & Estates Paralegal
Location: Hackensack NJ NYC or Boca Raton FL
On site hybrid remote: Hybrid
Experience: 1
Good fit job titles/keywords for candidates: Estate Administration Paralegal Probate & Trusts Paralegal Trusts and Estates Legal Specialist
# of hires needed: 1
Open or not to recruiters on TE: no
Employment Type
Full Time
